Vanguard Personalized Indexing Management, LLC

Q3 2025 13F-HR Detailed Holdings

Location
Oakland, CA
Holdings as of
9/30/2025
Date filed
10/31/2025
Form type
13F-HR
Num holdings
1,985
Total value ($000)
$9,763,264
Net value change ($000)
+903,320 (10.2%)
New positions
125
Sold out positions
85
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 7/25/2025 Next filing: 2/13/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 135,138 30.9%
NVDA 114,870 20.9%
GOOGL 82,748 46.0%
TSLA 49,738 42.5%
AVGO 44,546 21.1%
GOOGL 38,951 40.3%
MSFT 36,150 6.6%
ORCL 18,339 30.9%
JNJ 16,095 39.3%
ABBV 14,948 29.4%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -9,518 -10.2%
ISRG -7,217 -23.1%
ACN -6,710 -29.1%
PG -6,415 -12.4%
CRM -6,193 -18.9%
COST -5,676 -7.9%
TXN -5,333 -21.0%
INTU -5,225 -15.2%
PM -5,205 -14.0%
AHC -4,874 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 VANGUARD GROUP INC 028-06408